Prashant Kalidindi, financial advisor San Mateo CA
93 score

Prashant Kalidindi

CRD Number: 5543701
Current Firm: Bluepointe Capital Management, LLC

Prashant Kalidindi (CRD# 5543701) is an Investment Advisor Representative working at Bluepointe Capital Management, LLC in San Mateo, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Bluepointe Capital Management, LLC San Mateo, CA Feb 2008 - Current 8
Yana Investment Partners, LLC San Mateo, CA Apr 2007 - Feb 2008 < 1
Nokia Irving, TX Jun 2005 - Apr 2007 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2008
Contact Info for Prashant Kalidindi
Phone Number: 650-293-4545
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    375
    MILLIONS
  • Total Number of Accounts
    208
    ACCOUNTS
  • Average Account Value
    $1,802,472
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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